Send welcome email and log first purchase to records

You lack onboarding context when first-time payments arrive, leaving front desk and membership staff unable to guide new customers. It sends a welcome email and logs the payment same day.

Overview

When first-time payments land without onboarding context, membership coordinators lose time assembling welcome materials and tracking status. This flow immediately sends a tailored welcome message and logs the payment so your team can onboard members and begin retention outreach same day.